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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2551
Copperwynd Financial
Arizona
$1.27M +$266K +5,096 +35%
BB
2552
Bell Bank
North Dakota
$1.27M -$2.3K -44 -0.2%
LFS
2553
Legacy Financial Strategies
Kansas
$1.26M +$294K +5,624 +38%
FC
2554
FCA Corp
Texas
$1.26M -$429K -8,212 -27%
IWA
2555
Intercontinental Wealth Advisors
Texas
$1.26M -$381K -7,288 -25%
GWM
2556
GSB Wealth Management
Connecticut
$1.24M +$220K +4,200 +23%
FNBOSM
2557
First National Bank of South Miami
Florida
$1.24M -$2.09K -40 -0.2%
BMM
2558
Berkshire Money Management
Massachusetts
$1.24M +$33.9K +648 +3%
GIM
2559
Greylin Investment Management
Virginia
$1.24M -$3.14K -60 -0.3%
JGIA
2560
Jackson Grant Investment Advisers
Connecticut
$1.24M +$2.93K +56 +0.3%
PFA
2561
Pathway Financial Advisors
Vermont
$1.23M -$4.18K -80 -0.4%
CA
2562
Centerpoint Advisors
Massachusetts
$1.23M – – –
PWS
2563
Paragon Wealth Strategies
Florida
$1.23M +$7.11K +136 +0.6%
VCM
2564
Virtue Capital Management
Tennessee
$1.23M +$887K +16,964 +340%
AWC
2565
Abundance Wealth Counselors
Pennsylvania
$1.22M +$136K +2,600 +14%
TA
2566
Trellis Advisors
Washington
$1.22M +$96.4K +1,844 +9%
GA
2567
Gateway Advisory
New Jersey
$1.21M +$39.1K +748 +4%
CMO
2568
Covenant Multifamily Offices
Texas
$1.21M +$25.9K +496 +2%
RIS
2569
Retirement Income Solutions
Michigan
$1.21M +$192K +3,664 +20%
PCM
2570
Pointe Capital Management
Michigan
$1.21M -$146K -2,800 -11%
SFWC
2571
Strategic Family Wealth Counselors
New Jersey
$1.2M -$90.3K -1,728 -7%
BJ
2572
Brouwer & Janachowski
California
$1.2M – – –
CAM
2573
Crestone Asset Management
Colorado
$1.2M -$244K -4,676 -18%
EMB
2574
Elefante Mark B
$1.2M -$39.1K -748 -3%
SDWMA
2575
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.2M -$31.2K -596 -3%
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